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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,228 | $88,707-34.4% | $74,184-21.5% | $273,972-78.7% |
| Participation rate | 85.7% | 79.4%+6.3pp | 76.6%+9.1pp | 83.0%+2.7pp |
| Annual return | 0.65% | 11.94%-11.3pp | 17.74%-17.1pp | 41.46%-40.8pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $2,370-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,279 | $4,212+1.6% | $3,550+20.6% | $5,287-19.1% |
| Admin fee / account holder | $470 | $8,717-94.6% | $5,586-91.6% | $10,133-95.4% |